Allworth Financial’s Banc of California BANC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.45K | Hold |
103
| – | – | ﹤0.01% | 3828 |
|
2025
Q1 | $1.39K | Hold |
103
| – | – | ﹤0.01% | 3338 |
|
2024
Q4 | $1.66K | Sell |
103
-79
| -43% | -$1.27K | ﹤0.01% | 3214 |
|
2024
Q3 | $2.68K | Hold |
182
| – | – | ﹤0.01% | 2836 |
|
2024
Q2 | $2.62K | Sell |
182
-13
| -7% | -$187 | ﹤0.01% | 2798 |
|
2024
Q1 | $2.97K | Buy |
195
+71
| +57% | +$1.08K | ﹤0.01% | 2639 |
|
2023
Q4 | $1.67K | Buy |
124
+68
| +121% | +$914 | ﹤0.01% | 2755 |
|
2023
Q3 | $694 | Buy |
+56
| New | +$694 | ﹤0.01% | 2957 |
|
2022
Q3 | – | Sell |
-10
| Closed | – | – | 2657 |
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 2393 |
|